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Ideas & Insights


Investment Industry Insights

Permanent Capital Summit: Key takeaways

Learn how the key takeaways and evolving regulatory environment impacts the formation and investment of permanent capital.

Investment Industry Insights

Strategic planning for partnership audits

New rules giving partnerships discretion in assigning liability for tax audit adjustments could make it easier to attract new partners.

  • Susswein, Don
  • |

Financial Reporting Insights

SEC reporting changes for RICs and BDCs

A recent SEC Release includes reporting changes for registered investment companies and business development companies.